Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Jacob has 7 years of professional buy-side experience in real estate investment and listed equities.  Jacob worked as a portfolio manager/analyst in Global Listed Real Estate team in AMP Capital and Macquarie Asset Management.  Prior to that, Jacob has spent 5 years in APG asset management, in the listed real estate team.  As one of the largest RE funds in Asia, he co-managed EUR6bn investment portfolio with the team with a focus on Hong Kong and China property.  He led the USD200m cornerstone investment in Wanda Commercial Properties IPO (the largest mall operator and developer in China).  Prior to this, Jacob has 3 years of experience in investment banking in Bank of America Merrill Lynch, covering equity, debt and M&A transactions across real estate, consumer& retail and TMT sectors.  Jacob specializes in fundamental bottom up research.  Aside from work, Jacob has a personal interest in spirituality and personal development.  He practiced meditation and has published a book about meaning of life in 2016.

Listed Real Estate Asia

Deep Dive on Hong Kong Macro-Economics: Embracing Web3.0, Fintech, and Blockchain Technology

Don’t Write off Hong Kong as a Vibrant Global Hub

Deep Dive on Hong Kong Macroeconomics: The Hong Kong Dollar Peg and Its Significance on Hong Kong

Deep Dive on Hong Kong Macro-Economics: The Equity Market, IPOs, Stock/Wealth Connect and the Future

HK Equity: 1) Strong Capital Inflow, 2) Pro-Growth Policy, 3) Better Macro Outlook to Drive Rerating

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Thematic (Sector/Industry)

Hong kong Financial services / Thematic (Sector/Industry)

<ul>
<li>Hong Kong is an important gateway to China, allowing foreign investors to invest in China. The City's strategic location and strong financial infrastructure make it possible</li>
<li>In this insight we discuss Hong Kong's uniqueness and its role in channeling capital to and from China, as well as HK being the most important offshore RMB Center </li>
<li>These factors solidify Hong Kong’s significance in the global economy.  We expect Hong Kong to continue to ride on its unique competitive advantages</li>
</ul>


Hong Kong is an important gateway to China, allowing foreign investors to invest in China. The City's strategic location and strong financial infrastructure make it possible
In this insight we discuss Hong Kong's uniqueness and its role in channeling capital to and from China, as well as HK being the most important offshore RMB Center 
These factors solidify Hong Kong’s significance in the global economy.  We expect Hong Kong to continue to ride on its unique competitive advantages


Deep Dive on Hong Kong Macro-Economics: HK as a Unique Gateway to China and an Offshore RMB Center